Tag: retirement confidence

Understanding retirement-related topics like Medicare coverage and life expectancy were most difficult for respondents, according to TIAA and the Global...

The dataset provides plan sponsors with information on U.S. workers, controlled for demographic factors, and will be updated quarterly.

Increased market volatility, high inflation, fears of a recession and a lack of retirement income were cited as contributing factors...

As many in the generation worry they cannot rely on Social Security or a pension for lifetime income, Gen Xers...

More than 25% of U.S. households think they are on track to maintain their standard of living in retirement, but...

This generation’s outlook on climate change, social injustice and political turmoil can very much affect how young adults feel about...

The first quarter of 2023 in the defined contribution market saw an uptick in lawsuits, many legislative and regulatory changes...

Employees are now more than twice as likely to describe their personal finances as fair or poor, as they are...

According to a LIMRA study, women who work with a financial professional are more than twice as likely to have...

A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.  

A new Bank of America report reveals a recent downward trend in employees’ retirement confidence and financial wellness.

According to EBRI data, there is a stark gap in retirement preparation between married and unmarried women in the U.S.

Among U.S. parents, 52% say saving for retirement is their top financial goal, Nationwide data show.  

A Prudential Financial survey shows that 79% of workers are concerned that rising inflation will spill over to their finances.

Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.   

Dreams of retiring to a warmer place are taking a backseat as participants’ expectations about life after work are tempered...

Women are starting to feel more comfortable talking about money, with 53% saying they would find it easier to talk...

The EBRI 2022 Retirement Confidence Survey also found LGBTQ Americans carry more debt than non-LGBTQ individuals.

The Employee Benefit Research Institute's Retirement Confidence Survey revealed workers’ expectations of and retirees’ experiences with workplace plans.  

“Eighty-six percent of employees say that if their employer improved benefits or added access to an investment plan, it would...